Heirloom Wealth Management
AMZN icon

Heirloom Wealth Management’s Amazon AMZN Stock Holding History

Heirloom Wealth Management’s Portfolio AMZN Stock Details AMZN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$17.6M Buy
70,650
+1,660
+2% +$422K 2.29% 15
2026
Q2 		$16.4M Buy
68,990
+66,697
+2,909% +$16.7M 2.38% 17
2026
Q1 		$478K Buy
2,293
+665
+41% +$146K 0.09% 66
2025
Q4 		$376K Buy
1,628
+166
+11% +$38K 0.09% 37
2025
Q3 		$321K Sell
1,462
-234
-14% -$53K 0.08% 35
2025
Q2 		$372K Sell
1,696
-62
-4% -$12.3K 0.1% 36
2025
Q1 		$334K Sell
1,758
-45
-2% -$9.8K 0.1% 36
2024
Q4 		$396K Buy
1,803
+60
+3% +$12.3K 0.12% 36
2024
Q3 		$325K Sell
1,743
-118
-6% -$21.5K 0.1% 36
2024
Q2 		$360K Buy
1,861
+388
+26% +$71.3K 0.12% 38
2024
Q1 		$266K Buy
1,473
+93
+7% +$15.5K 0.09% 44
2023
Q4 		$210K Buy
+1,380
New +$193K 0.08% 50
2022
Q2 		$4.1M Buy
29,785
+3,425
+13% +$429K 3.36% 14
2022
Q1 		$2.98M Buy
26,360
+1,480
+6% +$229K 2.07% 17
2021
Q4 		$3.6M Buy
+24,880
New +$4.26M 3.08% 14

Other funds holding AMZN

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Heirloom Wealth Management's AMZN Position: Q3 2026 in Review

Heirloom Wealth Management increased its Amazon (AMZN) stake by 2.4% in Q3 2026, buying an estimated $422K and bringing the position to 70,650 shares worth $17.6M. The position accounts for 2.29% of the portfolio, ranked #15.

Heirloom Wealth Management first reported a position in AMZN in Q4 2021 and has held it in 15 quarters since. 3,702 funds tracked by Wall St. Rank hold AMZN as of Q3 2026.

  • Heirloom Wealth Management held 70,650 shares of Amazon worth $17.6M as of Q3 2026.
  • Heirloom Wealth Management bought 1,660 Amazon shares in Q3 2026, an estimated $422K.
  • Amazon made up 2.29% of Heirloom Wealth Management's portfolio in Q3 2026, its #15 holding.
  • Heirloom Wealth Management first reported a position in Amazon in Q4 2021 and has held it in 15 quarters since.
  • 3,702 funds tracked by Wall St. Rank held Amazon as of Q3 2026.

Based on Heirloom Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.